Wealth Associate

2 months ago

Victoria, British Columbia, Canada National Bank Full time

Job Summary

We are seeking a highly skilled Wealth Associate to join our team at National Bank. As a Wealth Associate, you will play a critical role in helping our wealth advisors deliver exceptional customer service to our clients.

Key Responsibilities:

  • Collaborate with wealth advisors to develop and implement customized financial plans that meet the unique needs of our clients.
  • Provide exceptional customer service to our clients, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Work closely with our internal teams to ensure seamless execution of financial transactions and services.
  • Stay up-to-date on industry trends and developments, applying this knowledge to enhance our clients' financial well-being.

Requirements:

  • Strong communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Excellent problem-solving and analytical skills, with the ability to think critically and make sound decisions.
  • Proven ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong knowledge of financial products and services, with a passion for staying current on industry developments.

What We Offer:

  • A dynamic and supportive work environment, with opportunities for professional growth and development.
  • A competitive salary and benefits package, including comprehensive health and wellness programs.
  • The chance to work with a talented team of professionals who are dedicated to delivering exceptional service to our clients.

  • Senior Associate

    2 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    {"title": "Senior Associate - Wealth Management", "content": "Role OverviewAs a Senior Associate at ScotiaMcLeod, you will be working within a large Wealth Management group. In conjunction with the lead Portfolio Manager and other team members, you will work in the development and management of their book of business by providing effective client service and...

  • Senior Associate

    2 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly skilled and motivated Senior Associate to join our Wealth Management team at Scotiabank. As a Senior Associate, you will play a key role in providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesPrepare, analyze, and present reports and...

  • Senior Associate

    4 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Senior Associate within Scotia Wealth Management, you will play a key role in the development and management of a large Wealth Management group. You will work closely with the lead Portfolio Manager and other team members to provide exceptional client service and contribute to business development and sales-related activities.Key...

  • Senior Associate

    4 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Senior Associate within Scotia Wealth Management, you will play a key role in the development and management of a large Wealth Management group. You will work closely with the lead Portfolio Manager and other team members to provide exceptional client service and contribute to business development and sales-related activities.Key...

  • Senior Associate

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesPrepare and present reports and recommendations to...

  • Senior Associate

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Senior Associate within Scotia Wealth Management, you will play a key role in the development and management of a large Wealth Management group. You will work closely with the lead Portfolio Manager and other team members to provide exceptional client service and contribute to business development and sales-related activities.Key...

  • Senior Associate

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesPrepare and present reports and recommendations to...

  • Senior Associate

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleAs a Senior Associate within Scotia Wealth Management, you will play a key role in the development and management of a large Wealth Management group. You will work closely with the lead Portfolio Manager and other team members to provide exceptional client service and contribute to business development and sales-related activities.Key...

  • Senior Associate Wealth Management Professional

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and experienced Senior Associate to join our Wealth Management team at ScotiaMcLeod. As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice.Key ResponsibilitiesPrepare and present reports and...

  • Senior Wealth Management Associate

    3 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Position OverviewAs a vital part of Scotia Wealth Management, ScotiaMcLeod is renowned for its commitment to integrity and exceptional service in investment guidance. Our teams focus on innovative strategies to safeguard and enhance client assets.Your RoleIn the capacity of Senior Associate, you will collaborate within a substantial Wealth Management...

  • Senior Associate

    1 month ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Senior Associate to join our Wealth Management team at Scotiabank. As a key member of our team, you will be responsible for providing exceptional client service and contributing to business development and sales-related activities.Key ResponsibilitiesPrepare and present reports and...

  • Senior Wealth Management Associate

    3 months ago

    Victoria, British Columbia, Canada Scotiabank Full time

    Position OverviewAs a vital member of the ScotiaMcLeod team, the Senior Associate plays a key role in our Wealth Management division. This position involves collaborating closely with the lead Portfolio Manager and fellow team members to enhance and manage a diverse portfolio of clients through exceptional service and strategic business development...

  • Senior Wealth Management Associate

    2 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    As a key member of Scotia Wealth Management, you will play a vital role in delivering exceptional client service and contributing to business development and sales-related activities within a large Wealth Management group. In conjunction with the lead Portfolio Manager and other team members, you will work in the development and management of their book of...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing transactions and...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing transactions and...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing transactions and...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our Wealth Management team. As a key member of our team, you will be responsible for providing exceptional client service and administrative support to our Wealth Advisors.Key ResponsibilitiesManage client administration, including processing transactions and...

  • Portfolio Manager Associate

    1 month ago

    Victoria, British Columbia, Canada TD Bank Full time

    Portfolio Manager AssociateJob Summary:This role is responsible for building and managing a small book of high net worth clients, providing expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues.Key Responsibilities:Maintain and grow the client base by determining the appropriate portfolio structure for...

  • Portfolio Manager Associate

    1 month ago

    Victoria, British Columbia, Canada TD Bank Full time

    Portfolio Manager AssociateJob Summary:This role is responsible for building and managing a small book of high net worth clients, providing expert guidance to help them achieve their overall wealth management goals in partnership with PWM colleagues.Key Responsibilities:Maintain and grow the client base by determining the appropriate portfolio structure for...

  • Administrative Associate

    3 weeks ago

    Victoria, British Columbia, Canada Scotiabank Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Associate to join our team at ScotiaMcLeod. As a key member of our Wealth Management team, you will play a critical role in ensuring the success of our Wealth Advisors by providing exceptional client service and administrative support.Key ResponsibilitiesProvide administrative...